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About
Scott Phillips is a Senior Vice President at Capital Advisors Inc/OK, based in Rancho Santa Fe, CA, where he leads client relationship management and investment strategy development for high-net-worth individuals and institutional clients. In his role, he focuses on tailored investment solutions and holistic wealth management, leveraging a rigorous, client-centric approach.
Throughout his career, Scott has specialized in sectors including senior living real estate, private equity, and alternative investments, most notably serving as Co-Founder and Senior Vice President at Senior Living Fund California since 2016. He previously founded Pacifica Capital, directing capital raising and acquisition activities in real estate and private markets before joining Capital Advisors.
Scott earned a Bachelor of Arts in Economics from the University of California, Los Angeles, providing him with strong analytical and financial expertise. He is recognized for his strategic leadership in senior housing and alternative asset sectors, enabling clients to navigate complex investment landscapes and achieve long-term growth objectives.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| SLF Capital Advisors | Senior Vice President | Oct 2018 to Present | — |
| Senior Living Fund California | Co Founder, Senior Vice President | Jan 2016 to Present | — |
| Pacifica Capital | Founder, Principal | Unknown to Jan 2015 | — |
| Sonnenblick-Goldman | Vice President | Jan 1986 to Jan 1989 | — |
| Bear Stearns & Co. | Analyst | Jan 1982 to Jan 1985 | — |
Education
University of California, Los Angeles
Bachelor of Arts, Economics
1978 — 1981
Agoura High School
1972 — 1976
Others at Capital Advisors Inc/ok (24)
| Name | Role | Location |
|---|---|---|
| Partner | New York, NY , United States | |
C Christopher Jones | Principal | United States |
E Eduardo Barco | Founding Partner and Owner | Miami, FL , United States |
E Eric Cannon | Managing Partner | Frisco, TX , United States |
| President | New York, NY , United States | |
J Joseph Maly | Managing Partner | San Francisco, CA , United States |
| Chief Financial Officer and Managing Director | Tulsa, OK , United States | |
| President | Perris, CA , United States | |
T Thomas Liversage | Senior Vice President | Tulsa, OK , United States |
A Andy Brown | President | Tulsa, OK , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Associate | Retirement Investment Advisors, Inc. | Edmond, OK , United States | |
| Principal | Full Sail Capital, LLC | Decatur, GA , United States |